Michael
Halsema
Ae Wealth Management, LLC
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About this Advisor
Michael Halsema is a financial advisor based in New Smyrna Beach, Florida, working with Ae Wealth Management, LLC. Michael has previously held positions at Ae Wealth Management, Raymond James Financial Services, Bolerjack Halsema Bowling And White Pa, and Mcnt Wealth Management. Michael has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Ae Wealth Management, LLC, which operates out of New Smyrna Beach, Florida. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Halsema Work History
Ae Wealth Management
Mcnt Wealth Management
Bolerjack Halsema Bowling And White Pa
Raymond James Financial Services
Disclosures
Please visit the SEC profile of Michael Halsema to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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